Auto preenchimento de formulário (Webforms)

Peterson Almeida
Peterson Almeida Posts: 4
edited July 2022 in Ideas and Product Feedback #1

Olá pessoal!

Gostaria de sugerir um recurso de autopreenchimento dos formulários web, sempre quando já existirem dados da empresa dentro do Pipedrive.

Exemplo: 

1- Faço uma prospecção em 2 etapas, uma pedindo dados básico do cliente  num formulário básico (o que gera um novo negócio) e outro formulário com informações mais completas.

2 - Este segundo formulário poderia já ir com informações já preenchidas como Nome da Empresa e Pessoa de Contato, uma vez que isso já foi preenchido na primeira vez.

3 - Outra alterativa seria existir algum flag que vincule o formulário preenchido a um negócio já existente. Assim o link ficaria mais fácil também.

Fico à disposição para mais esclarecimentos desta sugestão e aceito alternativas para esta situação apresentada.

Muito obrigado!

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  • Mike van der Valk
    Mike van der Valk Posts: 4,052 PRODUCT MANAGER
    2500 Comments 100 Likes Third Anniversary 5 Answers
    edited February 2022 #2

    @Peterson Almeida thank you for sharing your feedback! I'll be sure it reaches our team on web forms 🙏🏻

  • carolina_23495
    carolina_23495 Posts: 1
    edited February 2022 #3

    Hi Mike it would be nice to be able ot pull data from forms to automatically fill in documents like contracts for example. Is that possible in any way?

    Would help us tons..

  • Peterson Almeida
    Peterson Almeida Posts: 4
    edited December 2020 #4
    Mike van der Valk said:

    @Peterson Almeida thank you for sharing your feedback! I'll be sure it reaches our team on web forms 🙏🏻

    Thanks @Mike van der Valk !!! I'll wait your  feedback about this topic.

     

  • Mike van der Valk
    Mike van der Valk Posts: 4,052 PRODUCT MANAGER
    2500 Comments 100 Likes Third Anniversary 5 Answers
    edited December 2020 #5
    carolina said:

    Hi Mike it would be nice to be able ot pull data from forms to automatically fill in documents like contracts for example. Is that possible in any way?

    Would help us tons..

    Hi @carolina 

    This is definitely possible. You need to create a Pipedrive web form. This can create either leads, deals, contact persons and organizations in Pipedrive based on the filled data and based on how you set it up. Check it out here.

    Then you need to go into the details of for example a deal or a contact person. And from there you can use our Sales Documents feature to send out proposals and contracts with pre-filled data. We are currently also rolling out electronic signatures capabilities to it.

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